Create Teams

Group team members into Teams, and assign a whole Team to a Project

In Forecast you have the option of creating teams. These teams could be set to accommodate departments, or they could be comprised of different team members, from multiple departments which you can then assign to projects. You can generate reports from these teams and filter them in manny places such as: the Workflow, Sprint, and Schedule.

Creating Teams

 

Step 1: Access the Admin Panel and then Select Team Members

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Step 2: Click on the Add Team Member button on the top right hand corner of the team member section.

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Once clicked a modal will be prompted.

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Step 3: Determine the name of your team, and select from your team list (or use the search field) who you'd like to be part of this team. (You can choose as many people as you'd like).

Step 4: Click Create.

Step 5: View/Edit Your Teams: To view your teams, simply click on the dropdown arrow icon on the far right hand side of the Your Team section. If you wish to change the name of the the team click directly on the team name. Then proceed to click on the three dot if you wish to delete the team altogether. (This will not remove individual team members form Forecast). 

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You can also add new people to this team Add People drop down. 

Learn the steps on how to edit your individual team members here.